About David

David Shidoosh is the President and CEO of Shidoosh Wealth Management LLC. He has been in business since 1995 and has extensive experience in Financial Planning with an emphasis on investment portfolio management for over 29 years. The fundamental investment strategy used for clients is proper asset allocation with ongoing monitoring and rebalancing.

This strategy has helped clients to reduce their investment risk while striving to obtain their investment goals and objectives. As a professional in Financial Planning, he has a deep understanding of all aspects of a client’s financial matters, from asset management and retirement planning to estate planning and taxes. He is registered as an investment advisor representative in CA, FL, ID, SD, TX. Additionally, David holds Life, Health, Disability, and Long-Term Care insurance licenses from Arizona, California, Florida, Idaho, Nevada, South Dakota, Texas, and Washington.

After attending Utah State University, David has earned several professional designations including Chartered Retirement Planning Specialist, and Chartered Mutual Fund Counselor. David is also a member of the CFA Institute.

David lives in Thousand Oaks, California with his two daughters and son. He enjoys outdoor activities, trap shooting, wine tasting, and fine dining.

Shidoosh Wealth Management LLC

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Investment Advisory Services offered through Shidoosh Wealth Management LLC, a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Shidoosh Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Shidoosh Wealth Management LLC.

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